CT IF UK R Inc GBP

The Fund aims to achieve investment growth over the long term (5 years, or more). It also looks to outperform the FTSE All-Share Index (the "Index") over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 90% of its assets in shares of companies listed on the London Stock Exchange; predominantly companies domiciled in the UK, or which have significant UK business operations. There is no restriction on size, but investment tends to focus on the larger companies. The Index is regarded as an appropriate performance measure of the UK stock market, with over 600 companies currently included, and provides a suitable target benchmark against which Fund performance will be evaluated over time. The Investment Manager selects companies considered to have good prospects for share price growth across different sectors, and typically invests in fewer than 80 companies, including some companies not within the Index. The Investment Manager also seeks to create a portfolio that compares favourably against the Index over rolling 12-month periods, when assessed using the Columbia Threadneedle ESG Materiality Rating model. This model (developed and owned by Columbia Threadneedle Investments) analyses company data to assess how effectively material environmental, social and governance (ESG) risks and opportunities are being managed. If sufficient data is available, the combined results are expressed as a numerical rating to indicate how much exposure a company has to material ESG risks and opportunities in a particular industry. Whilst the Fund may still invest in companies that have poor ESG Materiality ratings, at least 50% of the portfolio is invested in companies with strong ratings. The Investment Manager engages with companies with a view to influencing management teams to address material ESG risks and improve their ESG practices. The Investment Manager has committed to an ambition to reach net zero emissions by 2050 or soo

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No